Image by Julia Maior

Virtual CFO

Our Virtual CFO services help you grow your business profitably with a clear financial and tax strategy.

You've got a successful business and you're doing what you love. Your business has taken off and you've started hiring a team, but you're not done yet!


You've got big dreams and you're just getting started.

Cash flow might feel tight sometimes, you aren't sure if you can afford to invest in the things you've got your eye on, and you worry about doing the wrong thing. Don't even mention that big tax bill that always seems to come around every year!


Money is just one more thing on your plate, and you haven't had a lot of success getting answers from your bookkeeper or tax accountant.

You know if you had a clear financial plan and profit strategy for your business, you would feel more in control, like the CEO you are.

What if you could...

Confidently build your business from six to seven figures, knowing you have a plan for your cash flow to stay healthy along the way

✨ Always have a pulse on your finances so you know what's working and what's not

✨ Know exactly what to invest in next so you can build wealth and leave a legacy

✨ Minimize your tax bill while staying out of trouble


Our Virtual CFO services can do just that for your business.

Financial Strategy

Custom goals, planning, and reporting, so your business supports your life and fuels your wealth.

Tax Filing

We go beyond tax prep with planning, strategy, and quarterly estimates so you keep more of what you earn.

Outsourced Accounting

Done-for-you finance - we'll handle all your day-to-day bookkeeping, payroll, sales tax, and accounts payable needs.

Hands-On Support

Access to your dedicated CFO, accounting manager, tax team, and accountants to support you as you grow.

What You'll Get

Which Y+Co Service is right for you?